泛南海镍资源圈地缘政治变动与中国新能源安全风险  

Geopolitical Changes of the Pan-South China Sea Nickel Rim Area and China's New Energy Security Risks

作　　者：祝一鸣 覃天才 ZHU Yiming;QIN Tiancai(Institute of Southeast Asian Studies,Jinan University,Guangzhou 510632,Guangdong;Foshan Chancheng District Communist Party School,Foshan 528000,Guangdong)

机构地区：[1]暨南大学东南亚研究所,广东广州510632 [2]中共佛山市禅城区委党校,广东佛山528000

出　　处：《南洋问题研究》2024年第3期49-62,共14页Southeast Asian Affairs

摘　　要：发展新能源是中国化解传统能源安全困境的重要方向,以镍为代表的战略性矿产资源在新能源产业链中发挥着重要作用,但也在客观上产生了新的能源安全风险。由于资源禀赋、地缘政治等原因,中国在新能源产业上对泛南海镍资源圈产生高度依赖,由此衍生出与镍相关的三大新能源风险,即西方主要国家在镍产业链上的新一轮遏制、镍资源国政治波动风险以及资源民族主义对中国新能源产业链与价值链的冲击。在此背景下,思考泛南海镍资源圈统筹布局、构筑泛南海区域外镍资源战略后方以及加速推进镍的替代等方案有助于降低及规避相关风险,从而保障新能源发展时代的中国能源安全。Developing new energy is an important enterprise for China to address traditional energy security challenges.Nickel is the representative of strategic mineral resources,which plays an important role in the new energy industry chain,but it also brings new energy security risks to China s new energy industry.Due to resource endowment,geopolitics and other reasons,China is highly dependent on the pan-South China Sea nickel rim area,stretching from Indonesia and the Philippines at the west end,through Papua New Guinea and Australia in the middle,to New Caledonia at the East end,which derives three new energy risks related to the nickel ore and industry:the new containment in the nickel industry chain by major western countries,the risk of political fluctuations in the nickel resource countries and the impact of resource nationalism on China s new energy industry chain.Therefore,it is helpful to consider the following solutions to avoid the relevant risks,so as to ensure China s new energy security:deploying in the pan-South China Sea nickel rim from an overall perspective,establishing nickel resource partners outside the pan-South China Sea rim area,and finding alternative options for the nickel product in the new energy industry.

关 键 词：能源安全 新能源产业 泛南海区域 镍 

分 类 号：F426.2[经济管理—产业经济]